Sachem Head Capital Management as of Dec. 31, 2016
Portfolio Holdings for Sachem Head Capital Management
Sachem Head Capital Management holds 13 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Autodesk (ADSK) | 36.5 | $954M | 13M | 74.01 | |
| SBA Communications Corporation | 7.0 | $184M | 1.8M | 103.26 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 6.9 | $181M | 630k | 287.92 | |
| Alphabet Inc Class A cs (GOOGL) | 6.2 | $163M | 205k | 792.45 | |
| Celgene Corporation | 6.0 | $156M | 1.3M | 115.75 | |
| Comcast Corporation (CMCSA) | 5.8 | $152M | 2.2M | 69.05 | |
| Cdk Global Inc equities | 5.8 | $150M | 2.5M | 59.69 | |
| salesforce (CRM) | 5.6 | $146M | 2.1M | 68.46 | |
| Servicemaster Global | 5.6 | $145M | 3.9M | 37.67 | |
| Dell Technologies Inc Class V equity | 4.9 | $129M | 2.4M | 54.97 | |
| Alexion Pharmaceuticals | 4.4 | $114M | 935k | 122.35 | |
| Bank of America Corporation (BAC) | 4.2 | $110M | 5.0M | 22.10 | |
| Shire | 1.1 | $30M | 175k | 170.38 |
